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Alto Financial Group
https://www.altofg.com/
We are a full-service retirement planning company serving the unique needs of public employees and their families. Our mission is to help them make their income last their entire lifetime and achieve the comfortable retirement they deserve.
1703 Woodbrooke Dr
Salisbury, MD 21804
480-349-8933
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Ameriprise Financial
https://www.ameripriseadvisors.com/danielle.t.moore
At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. Danielle Moore specializes in financial planning, investment management, retirement planning and estate planning.
2324 N Zion Rd
Suite 109
Salisbury, MD 21804
410-860-1137
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Avery Hall Insurance Group
www.averyhall.com
Avery Hall’s impeccable reputation in the community and insurance industry makes us the ideal agency for those with every type of insurance need.
Our knowledge and services relate to almost every kind of insurance, including employee & individual benefits, individual insurance, and business insurance. Our qualified staff has the skills and experience to protect and provide peace of mind to our clients throughout the Delmarva and the Mid-Atlantic region, as we have since 1925.
Avery Hall is the go-to insurance agency for those who want quality service with a personal touch. We can serve as a mentor and advisor to individuals and local businesses, both big and small, and work towards fostering a relationship of trust and reliability with every client.
“Insurance Solutions for Today’s World” isn’t just our slogan: it represents our commitment to our clients and encapsulates our core values. We strive to provide reliable counsel for our clients. We will provide the same level of quality care when dealing with a small business or individual as we do with a multi-divisional corporation.
Avery Hall Insurance promises:
- To provide personal service you can trust.
- To provide a team of reliable and experienced advisors.
- To provide clients with their choice of quality coverage options from many highly rated insurance carriers.
- To remain rooted and involved in the communities we protect.
Our superior service, in-house claims department, and wide selection of carrier networks already set us apart from other insurance agencies. But the Avery Hall difference we pride ourselves on most is our connectivity to our community. Whether a client is stopping by one of our four offices, calling, texting us on the phone, or sending us an email, one of our agents will respond promptly and personally. Our team is experienced, knowledgeable, and, most importantly, not just here for you but for the community you call home.
308 E Main St.
Salisbury, MD 21801
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410-742-5111
Fax: 410-742-5182
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Blue Coast Wealth Partners - Kelley Selph
www.bluecoastwealth.com
1325 Mount Hermon Road
Suite 10A
Salisbury, MD 21804
443-486-1618
Fax: 443-486-1618
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Chesapeake Investment Planning
www.cipadvisor.com
At Chesapeake Investment Planning we get to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals.
1408 South Salisbury Blvd
Salisbury, MD 21804
410-905-4897
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Comprehensive Financial Solutions, Inc.
www.cfsfinancial.com
The team at CFS has served the financial needs of individuals and businesses throughout Maryland’s eastern shore and the Delmarva Peninsula since 1985. With a focus on people, not just portfolios, CFS stands ready to help you solidify your financial foundation, protect your wealth and secure your future. As CFS has grown over the past 35 years, it recently opened a second location in Millsboro, DE, aimed to continue supporting families across Delmarva.
Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
953 Mount Hermon Road
Salisbury, MD 21804
410-546-0911
800-465-7042
Fax: 410-543-2759
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Karen Davis - State Farm Insurance
www.karendavisagency.com
State Farm Insurance provides Business, Auto, Fire, Life, Health insurance as well as retirement planning with services, car finance plans and competitive mortgage options. We are here to help make life go right.
106 W. Ruark Drive
Unit A
Salisbury, MD 21801
410-749-8800
410-251-6572
Fax: 410-749-7668
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Edward Jones - Jessica Eisemann, CFP®, AAMS™, CRPC®
www.edwardjones.com/jessica-eisemann
Offering personalized investment advice, face-to-face. Edward D. Jones & Co. has been providing high quality, conservative investments to individual investors and small business owners since 1871. Keep your protfolio on track with a free portfolio review today.
106 Milford Street
Suite 701
Salisbury, MD 21804
410-742-3264
Fax: 877-566-3757
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Hammond Wealth Management
Hammondwealth.com
We provide a large variety of financial and wealth management services to individuals, businesses, and institutions in every industry.
31400 Winterplace Parkway
Salisbury, MD 21804
443-944-8025
Fax: 443-944-8640
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Landmark Insurance & Financial Group
https://landmarkinsuranceinc.com/
We offer a complete line of insurance products including
employee benefits, Auto, Home, Boat, Commercial Insurance, Life, Health and Retirement Plans.
Landmark Insurance & Financial Group has been serving Delmarva since 1979.
We are a family run business. Our motto is "Large Enough to Serve You, Small Enough to Care!"
30386 Mt. Vernon Road
Princess Anne, MD 21853
410-651-2110
443-219-4667
Fax: 410-651-9288
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Maryland Capital Enterprises, Inc.
www.marylandcapital.org
MCE empowers businesses to grow, create jobs, and generate wealth on Maryland's Eastern Shore and across the state.
314 Civic Avenue
Salisbury, MD 21804
410-546-1900
Fax: 410-546-9718
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Northwestern Mutual
https://timprocita.nm.com/
Tim Procita specializes in working with physicians, business owners, entrepreneurs, and retirees. He is a Certified Financial Planner (CFP®) and a fiduciary for his clients. His firm provides fee-based financial planning, tax strategies, investment management, estate planning, life insurance, disability insurance, long-term care insurance, employee benefits, executive benefits, and more. Tim’s mission is to help local families make wise financial decisions to create the greatest income, independence, and impact for themselves and those they love and care about the most.
5542 King Stuart Dr
Salisbury, MD 21801
304-671-4551
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Pilot Financial Advisors
www.pilotfinancial.com
Pilot Financial is primarily an insurance firm, specializing in life, long term care, and disability insurance.We are independent and strive to find the most cost effective solution to the insurance problem. Most successful people focus on the investment and retirement planning aspects of their financial plan, with insurance being an often overlooked necessity.We will gladly work with your advisors to help you find the best solution.There are no additional fees for our services.
27013 Edinburgh Court
Salisbury, MD 21801-2455
410-251-6907
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PKS & Company, P.A.
www.pkscpa.com
An independent investment advisor and financial planning firm with offices in Salisbury and Ocean City, MD and Lewes, DE.
1801 Sweetbay Drive
PO Box 72
Salisbury, MD 21803-0072
410-546-5600
Fax: 410-548-9576
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PKS Investment Advisors, LLC
pksadvisors.com
By developing a complete understanding of each clients financial goals and aspirations, their circumstances and their concerns, we strive to live our mission and to become their trusted financial advisor for all aspects of their financial lives.
1801 Sweetbay Dr.
Salisbury, MD 21804
410-546-5600
Fax: 410-548-9576
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Tom Prunty - State Farm Agent
http://tomprunty.com
Our mission is to help people manage the risk of everyday life through our products and commitment, recover from the unexpected with our personal service and company resources and realize their dreams by mapping out and instituting a financial plan that meets their personal and unique individuall needs of each and every customer.
1131 S. Salisbury Blvd.
Suite A-2
Salisbury, MD 21801
410-543-0333
Fax: 410-546-0715
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Staples & Associates Insurance & Financial
www.staplesagency.com
Insurance for home, auto, business, agricultural, and life. We take time to listen to your needs and tailor a program specifically for you.
1410 S. Salisbury Blvd.
Salisbury, MD 21801
410-546-3999
Fax: 410-546-6165
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